Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14T
AUM Growth
+$100B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,567
New
Increased
Reduced
Closed

Top Buys

1 +$5.38B
2 +$4.76B
3 +$3.7B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.56B
5
MSFT icon
Microsoft
MSFT
+$1.57B

Top Sells

1 +$1.01B
2 +$769M
3 +$680M
4
PGR icon
Progressive
PGR
+$634M
5
META icon
Meta Platforms (Facebook)
META
+$556M

Sector Composition

1 Technology 16.21%
2 Financials 7.86%
3 Healthcare 6.81%
4 Consumer Discretionary 5.95%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$2.01M ﹤0.01%
115,710
-109,220
3752
$2.01M ﹤0.01%
168,441
+125,498
3753
$2M ﹤0.01%
246,215
+65,192
3754
$2M ﹤0.01%
47,849
-157
3755
$2M ﹤0.01%
94,827
+7,302
3756
$2M ﹤0.01%
45,543
+10,697
3757
$2M ﹤0.01%
347,029
-694,153
3758
$1.99M ﹤0.01%
517,946
+265,403
3759
$1.99M ﹤0.01%
494,781
+266,033
3760
$1.98M ﹤0.01%
42,148
-7,460
3761
$1.98M ﹤0.01%
+50,000
3762
$1.97M ﹤0.01%
41,053
+157
3763
$1.96M ﹤0.01%
35,226
-31
3764
$1.96M ﹤0.01%
360,388
-86,830
3765
$1.96M ﹤0.01%
689,695
+45,455
3766
$1.96M ﹤0.01%
189,316
+65,163
3767
$1.96M ﹤0.01%
896,996
+483,862
3768
$1.94M ﹤0.01%
45,530
+5,600
3769
$1.93M ﹤0.01%
119,579
-246
3770
$1.93M ﹤0.01%
330,637
-95,061
3771
$1.93M ﹤0.01%
131,557
+32,220
3772
$1.93M ﹤0.01%
93,119
-203,573
3773
$1.93M ﹤0.01%
11,071
-32,475
3774
$1.92M ﹤0.01%
374,248
+6,915
3775
$1.92M ﹤0.01%
46,131
+1,165